Premium Acquisition Manager - CASA

Job description

Role & responsibilities • Identify potential catchment areas to acquire HNI/Affluent liabilities customers for Equitas Bank. • To do marketing activities and generate leads for acquiring HNI/Affluent customers. • Build a database of customer leads through references. • Schedule meetings with potential HNI/Affluent liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits. • Communicate clearly to customers on the requirements for various types of products, services, documents to be provided to the bank. • Also clearly explain the customer on required balances/deposits to be maintained to avail various products and services. • Ensure that all customer documents are verified with originals and are handled with care and confidentiality. • Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank. • Maintain continuous communication with customers on the status of their account opening process. • Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements for example, relevant loan products, investment products etc. • Build reference network from newly signed up customers for potential leads. Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor Preferred candidate profile • Graduate with 1 to 4 years of experience in liabilities customer acquisition, preferably in HNI/Affluent customer acquisition. • Good communication, sales and negotiation skills • Must have good knowledge of the local and surrounding markets in the area. • Must have good knowledge on products and services offered to HNI/Affluent customers.